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- Time Tracking
- Who it's for
- Professional services firms
Professional services firms
Consulting, accounting, legal and engineering firms bill clients for hours. Each consultant works across several clients in a week, rates vary by client and seniority, and partners want to see utilization. Time has to be approved before it is billed and corrected only with a clear reason.
How Time Tracking is set up for you
Codes by client and project
Every hour lands on a code with a category and billable flag.
Negotiated rates
Overrides by person and project, effective-dated and approved, price the hours correctly.
Approval by project and line manager
Rules route delivery time to the project manager and travel to the controller.
Utilization
Billable against total hours by manager and person, week by week.
Consulting, accounting, legal and engineering firms bill clients for hours. Each consultant works across several clients in a week, rates vary by client and seniority, and partners want to see utilization. Time has to be approved before it is billed and corrected only with a clear reason.
Start with one practice. Load its project codes, rate overrides and approval rules. Run four weeks of time through submission, approval and billing export, and compare billed hours with the previous system before adding practices.
[Plan the rollout](/time-tracking/implementation), [review the modules](/time-tracking#modules), and [compare the source data](/time-tracking/data-model).
Features to start with
Timesheet Approvals
Route each submitted timesheet through an ordered approval chain built from your approval rules.
Project Codes and Rates
Keep the catalog of billable and non-billable codes and the rates used when approved time goes to billing.
Timesheets
Roll each person's week into one timesheet, submit it and follow it to approval and lock.
Roles on the team
- Resource
- Logs time on the web, on mobile or with timers, submits weekly timesheets and requests unlocks for locked weeks.
- Project Manager
- Approves timesheet steps for time on their projects and owns their project codes.
- Resource Manager
- Approves timesheet steps for their direct reports and follows up on late timesheets and policy violations.
- Controller
- Owns time policies, approval rules, rates, pay calendars and lock exemptions, decides unlock requests and approves controller steps.
Set up Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.